Summary: | Capital gains report issue when account closed | ||
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Product: | [Applications] kmymoney | Reporter: | stephanesp <stephane_1802> |
Component: | general | Assignee: | KMyMoney Devel Mailing List <kmymoney-devel> |
Status: | REPORTED --- | ||
Severity: | normal | ||
Priority: | NOR | ||
Version: | 5.1.0 | ||
Target Milestone: | --- | ||
Platform: | Other | ||
OS: | Linux | ||
Latest Commit: | Version Fixed In: |
Description
stephanesp
2020-11-27 07:21:05 UTC
I think the report is working as designed. Closing an account says you are no longer interested in it. If you want the capital gains of a final sale of shares to be included in a report, you need to leave the account open. If reports included closed accounts, they would either end up excessively crowded, or you would have to explicitly exclude all the closed accounts (at least all except the one you did want included.) You might turn this into a "wishlist" to add a configuration item to reports to allow inclusion of closed accounts, but given the workaround is so easy, I don't know if it matters. In the case of dealing accounts, if I leave the stocks as open to have the gains/losses in the "by type" report, their price is updated each time an "update stocks & currency prices" is run", which takes a long time. Also, if I leave the old dealing account open and have the same stock in another dealing account (e.g. different bank), the stock appears twice in the "by type" report. I agree it should appear twice in the "by account" report but I am not sure it should in the "by type". At the moment, it seems to be done at the equity x account level; should it not be at the security level ? |